See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,576 | $95,762+36.4% | $379,746-65.6% | $79,858+63.5% |
| Participation rate | 55.6% | 74.0%-18.4pp | 78.4%-22.9pp | 69.6%-14.1pp |
| Annual return | 19.77% | 18.26%+1.5pp | 34.90%-15.1pp | 31.71%-11.9pp |
| Employer contribution / active EE | $715 | $2,695-73.5% | $3,540-79.8% | $2,471-71.1% |
| Participant deferral / active EE | $3,592 | $4,705-23.6% | $6,024-40.4% | $3,740-3.9% |
| Admin fee / account holder | $1,454 | $6,745-78.5% | $7,927-81.7% | $5,306-72.6% |